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how to connect with wealth management clients
December 21, 2021

The Adapter’s Advantage: Kent Fitzpatrick on Fostering Client Relationships with Video

how to connect with wealth management clients

Welcome to The Adapter’s Advantage: Breakthrough Moments that Lead to Success.

In episode 36, Kent Fitzpatrick, founder and managing director of Asset Strategy, reveals the importance of taking a holistic approach to wealth management and the benefits of using video to connect with clients.

Listen and Subscribe Now: Apple Podcasts | Google Podcasts | Spotify | TuneIn

“It’s not all about an email blast. It’s not all about picking up the phone. It’s about being an educator and an influencer.” — Kent Fitzpatrick

Kent A. Fitzpatrick is the founder and managing director of Asset Strategy, a financial and wealth management consulting firm with offices in Boston, Washington D.C., and Pittsburgh.

With over thirty years of experience, Kent is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward® and a Certified Behavioral Finance Analyst.

Asset Strategy is an assemblage of entities and professionals providing financial planning, estate planning, investment management, fiduciary, insurance, and real estate consulting. Their motto is “Helping you Create, Manage, Protect & Distribute Wealth.”

Listen as Kent shares his philosophy of being an educator, an influencer, and an early adopter of video.

Episode 36: Fostering Client Relationships with Video | Kent Fitzpatrick

Listen and Subscribe Now: Apple Podcasts | Google Podcasts | Spotify | TuneIn

From This Episode

Host Mark Magnacca: “How did your team respond when you said you were going to be using video as an advisory firm?”

Kent Fitzpatrick: “You have to set your ego aside. The staff was skeptical at first, like, ‘Oh, gosh, here we go.’ But it was something we followed through with, and I had conviction. I was seeing it was working.

“But I didn’t want it to be all about me. So we created something for the head of our investment committee. We have a segment called ‘Weekly Market Minute” every Monday. It’s his show, and the rule is it has to be two minutes or less.

“It’s the news you can use. It’s like reading the front page of the Wall Street Journal. You can skim down to the tops of the trees, not digging in too far. I wanted to delegate so that different people were [speaking]. I wasn’t the only voice or headshot, because I may not resonate with certain audiences where others will.”

About The Adapter’s Advantage

Our podcast features leaders from sales, training, and industry who share their personal journeys of transformation and how they are adapting to an ever-changing environment. As your host, I’ll introduce you to some of the most interesting and inspiring people I’ve met over the last twenty years.

The conversations dive into the ups and downs of their journey. Our guests focus on inflection points—the aha moments that, in retrospect, had a critical impact on their success. These interviews will leave you with practical, real-world advice that you can apply to your life.

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Don’t miss an episode. Adapter’s Advantage is available on Apple Podcasts, Google Podcasts, Spotify, and TuneIn.

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